Joel David McNatt Jr. - 07 Aug 2024 Form 4 Insider Report for AssetMark Financial Holdings, Inc.

Role
EVP, Investment Solutions
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Joel David McNatt Jr.
Issuer symbol
N/A
Transactions as of
07 Aug 2024
Net transactions value
$0
Form type
4
Filing time
07 Aug 2024, 19:06:16 UTC
Previous filing
29 Jul 2024
Next filing
06 Sep 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMK Common Stock Gift $0 -13,974 -33% $0.000000 28,585 07 Aug 2024 Direct F1
holding AMK Common Stock 6,864 07 Aug 2024 By Roberts McNatt Living Trust F2
holding AMK Common Stock 2,080 07 Aug 2024 By Child F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents a donation to the Roberts McNatt Family Charitable Account.
F2 Shares held by the Roberts McNatt Living Trust dated December 6, 2018.
F3 The Reporting Person disclaims beneficial ownership of the shares held by his minor children in their custodial account except to the extent of his pecuniary interest therein, and this Report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 or any other purpose.

Remarks:

The Reporting Person did not sell any of the shares reported on this Form 4.